Charitable Planning

Many clients have favorite charities that they want to ensure will continue to do good work beyond their own lifetime, and the possible tax advantages of supporting charitable organizations also make such gifts mutually beneficial. For charitably minded clients, we advise on strategies that meet philanthropic goals in the most tax efficient manner possible and that achieve the intended goal of the gift. Gifts can take many forms, and we use charitable trusts, beneficiary designations, wills, and other transfer methods to establish charitable giving plans.